FTV vs MTSI
Fortive vs MACOM Technology Solutions — AI-powered side-by-side comparison
FTV
Fortive
75
Strong Buy
VS
MTSI
MACOM Technology Solutions
67
Buy
| Metric | FTV | MTSI |
|---|
| AI Score |
75
|
67
|
| Price |
$61.60
|
$316.29
|
| P/E Ratio |
35.83×
|
98.89×
|
| ROE |
9.0%
|
-4.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
63.2%
|
56.6%
|
| Debt / Equity |
0.58×
|
0.24×
|
| Dividend Yield |
0.4%
|
0.0%
|
| RSI (14) |
57.1
|
62.7
|
| Beta |
0.976
|
1.71
|
| Expected Upside |
+1.2%
|
+31.9%
|
AI Committee View
Current Innellis committee reasoning for FTV versus MTSI.
FTV leads by 8 points.
FTV scores 75/100 (Strong Buy) versus MTSI at 67/100 (Buy).
FTV Committee View
100% agreement
5 analysts
The primary driver is 4 consecutive earnings beats -- consistent execution. The main limiting factor is sector concentration is already high (hhi 2971.31). The committee is constructive but not yet at full conviction.
Bull Case
- 4 consecutive earnings beats -- consistent execution — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- Price structure making higher highs and higher lows — Technical
Bear Case
- Weekly trend is bearish while daily is bullish — against the higher-timeframe trend.
MTSI Committee View
50% agreement
6 analysts
The committee is split. Analysts see this stock differently enough that the current rating reflects genuine uncertainty, not a weak signal.
Bull Case
- ROE of 17.1% shows genuine earnings power backing the valuation — Value
- Revenue growing 28.4% YoY -- genuine top-line momentum — Growth
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
Bear Case
- P/E of 101.1 is expensive by classic value standards — Value
- Price-to-book of 7.1x prices in significant intangible value — Value
- Bollinger bandwidth of 33.8% signals elevated volatility — Risk